Research

*Research published here is selective and posted 7 days or more after distribution to clients

Research Coverage: Analysis Pre-Event/Break-Up

January 26th, 2012

                               Click image to request a copy of analysis

FGL’s Demerger of its Wine Business (TWE) to Open Doors for Potential Buyers …SABMiller?

August 1st, 2011

 

 

Full Analysis (April 6, 2011) -  Download our Conviction Note + 32 page Research note ahead of the Spinoff on May 10, 2011.

Parent: Foster’s (FGL / Mkt-cap A$8.5bn ): Largest Australian brewer with a portfolio of renowned beer brands to attract potential bidders.

Spinoff: Treasury Wine Estates (TWE / Mkt-cap A$2.6bn): International wine business with favourable long-term trends restrained by subdued economic conditions.

 

TSR Model Portfolio Performance: June 30, 2011

July 14th, 2011

 The Performance of our past 43 months of recommendations to our clients can be found here: TSR MP - June 30, 2011

TSR Model Portfolio Performance – April 29, 2011

May 12th, 2011

 The Performance of our past 41 months of recommendations to our clients can be found here: TSR MP - April 29, 2011

Research Portfolio Performance – February 28, 2011

March 7th, 2011

 A PDF update of our 39 month performance track record that measures our Spinoff research recommendations to clients can be found here -
TSR MP – Feb 28, 2011

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